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  2. CANTLEY DIETRICH, LLC
Sponsor portfolio

CANTLEY DIETRICH, LLC

EIN 81-3588236-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
4514 COLE AVENUE, SUITE 600 - DALLAS, TX 75205214-687-8437
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 2 part#003401k-$139K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • DIETRICH CASH BALANCE (#002)92%
  • LLC RETIREMENT PLAN (#003)8%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DIETRICH CASH BALANCE (#002)2
  • LLC RETIREMENT PLAN (#003)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CANTLEY DIETRICH CASH BALANCE

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CANTLEY DIETRICH, LLC RETIREMENT PLAN

401k

Assets$139K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CANTLEY DIETRICH CASH BALANCECashBalance$1.5M22024
003CANTLEY DIETRICH, LLC RETIREMENT PLAN401k$139K22024
Retirement plans
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